Householder Group Estate & Retirement Specialist’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FIXD Stock Details FIXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-316	Closed	-$14K	–	761
2024 Q3	$14K	Buy	316 +2	+0.6%	+$89	﹤0.01%	764
2024 Q2	$13K	Buy	314 +2	+0.6%	+$86	﹤0.01%	766
2024 Q1	$13.6K	Sell	312 -313	-50%	-$13.7K	﹤0.01%	749
2023 Q4	$27K	Buy	625 +4	+0.6%	+$170	0.01%	574
2023 Q3	$26.1K	Buy	+621	New	+$26.9K	0.01%	576
2023 Q1	$71K	Buy	+1,567	New	+$70.2K	0.03%	369
2022 Q4	–	Sell	-1,554	Closed	-$67K	–	572
2022 Q3	$67K	Buy	+1,554	New	+$71.8K	0.03%	339

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FIXD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 316 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in FIXD in Q3 2022 and held it in 7 quarters. The position peaked at $71K in Q1 2023. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 316 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's First Trust Smith Opportunistic Fixed Income ETF position peaked at $71K in Q1 2023.
360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.